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Integrisign Desktopusermanual
Integrisign Desktopusermanual
Integrisign Desktopusermanual
Table of Contents
1.0 – Introduction and Installation ....................................................................................................... 4
1.1 – Before You Begin ....................................................................................................................... 4
1.2 – Installing the ePad Device .......................................................................................................... 4
1.3 – Uninstalling IntegriSign Desktop ................................................................................................ 4
3.0 – Steps for Configuring the Certificate Selection and User Profile Creation ......................... 10
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Table of Contents
7.0 – Steps for Signing in Microsoft Word........................................................................................ 22
7.1 – Macro Security Settings ........................................................................................................... 22
7.2 – Authenticate and Secure Signatures ........................................................................................ 24
7.3 – Freezing a Document ............................................................................................................... 25
7.4 – Signing Protected Documents and Templates ......................................................................... 25
7.5 – Creating a Signature................................................................................................................. 27
7.6 – Sectional Signing ...................................................................................................................... 28
7.7 – Document Verification .............................................................................................................. 28
7.8 – Microsoft Word Troubleshooting .............................................................................................. 28
7.8.1 – Text with Special Effects .................................................................................................... 28
7.8.2 – Auto-Text Fields ................................................................................................................. 29
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Refer to the manual provided by ePadLink for instructions on installing the device.
Check if your computer recognizes the ePad.
Signatures that have been placed into documents are not removed during
uninstallation.
Note: Deleting the IntegriSign Desktop installation folder directly will not uninstall the
software completely.
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“Pen Color” and other details to be displayed along with the signature like “Name”,
“Date”, “Logo”, and “Labels” for a public signer (no profile users) can be preset
before creating a profile in the “IntegriSign Desktop - Desktop Configuration” window
(“Start – Programs – IntegriSign Desktop – Desktop – Desktop Configuration”).
You can also choose if “Anti-Aliasing” (technique used for signature smoothing) or
“Thickness” needs to be used for signature drawing in documents. If “Thickness” is
used, thickness value can be set.
The size of the signature placeholder can be preset using the “Custom Signature
Size” setting option from the “IntegriSign Desktop - Desktop Configuration” window.
The default signature placeholder size is Width – 180 and Height – 110.
The “Background Logo” option lets a user select the image that will be used as the
logo to be displayed behind the signature. The width and height of the logo selected
should not be more than 180 and 110 respectively.
The “Signature Processing” section lets the user enable or disable white space
removal for signatures and, if enabled, to specify the maximum enlargement factor.
By default, the “White Space Removal” option is enabled (checked) and the
“Maximum Enlargement Factor” is set to 1.25.
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After signing on the signature pad with the “White Space Removal” option disabled,
the signature pad sends the entire image of the drawing surface of the pad to the
PC. When the “White Space Removal” option is enabled, the pad removes the white
space around the signature drawn on the pad and sends only the rectangle that
contains the signature information to the PC. Thus, when the PC displays the
signature in a signature field in the document, the signature typically appears larger
and more legible (compared to no white space removal), especially in the usual case
where the signature field in the document is small.
The “Maximum Enlargement Factor” option is used only in cases where the size of
signature on the signature pad (after white space removal) is smaller than the size of
the signature field in the document. When the signature drawn on the signature pad
is smaller than the size of the signature field in the document, IntegriSign Desktop
will enlarge the signature to fill the signature field. However, it will limit the
enlargement to the value of the maximum enlargement factor. This prevents the
signature from looking too pixelated or jagged. For example, the default width and
height of the signature field in IntegriSign Desktop are 180 and 110 pixels, if not
changed by the user. When translated into inches, the width is 1.875 inches and the
height is 1.145 inches. If the signature field in the document is 4.0 inches wide and
2.0 inches high, IntegriSign Desktop will enlarge the signature to fill the signature
field, but limit the enlargement to the maximum enlargement factor. If the maximum
enlargement factor is 1.50, then the signature in the document will be no more than
50% larger than the signature captured on the signature pad. The maximum
enlargement factor can range between 1.0 and 2.0.
IntegriSign Desktop applies the current “White Space Removal” and “Maximum
Enlargement Factor” settings set in the Desktop Configuration to all the signatures in
a document signed using IntegriSign Desktop (including previously signed
signatures) when the document is opened. Thus, suppose you have signed a
document with the “White Space Removal” option disabled and saved the document.
Later, if you enable the “White Space Removal” option and open the previously
signed document, IntegriSign Desktop applies its “White Space Removal” technique
to the previously signed signatures. Furthermore, if IntegriSign Desktop has enlarged
a signature to fill a signature field, it applies the “Maximum Enlargement Factor”
option as appropriate.
The “Auto Select Signer Name from List” option selects a signer profile (if profiles
exist) automatically in the signing window when checked. The functionality of this
feature is that, if you have any profiles created using the “Preferences Manager”, the
last created signer profile is automatically selected if this option is set in the “Desktop
Configuration” window. The selected signer profile will be of the last used signer, if
there are no profiles created between the last usage and current usage. If this option
is turned off, the profile will not be selected by default when the signature capture
dialog pops-up.
The “Required Information” section allows you to make the “Signer Name” option
mandatory for signing.
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“ePad LCD” options allow the user to configure the ePad LCD devices (e.g. ePad-
ink). The “Background Image” option lets the user select the image that needs to be
displayed on the ePad LCD device during signature capture. Selecting “Default”
displays the image that is selected in the ePad LCD device “Control Panel” applet
(for ePad-ink, it is ePadInk-USB). Selecting “IntegriSign” displays an image with
three buttons on the device: “OK”, “CLEAR”, and “CANCEL”. The functionality
associated with these buttons is same as the buttons in the “Signature Capture
Dialog”.
The “Text to display below signature” option lets the user specify the text to be
displayed on the ePad LCD Device below the signature capture region and above
the “OK”, “CLEAR”, and “CANCEL” buttons. A maximum of two lines on the device
can be used to display this text. If the device is an ePad-ink, the text can contain a
new line character “\n” to wrap the text into two lines. If no “\n” is supplied, then the
software wraps the text into two lines (if the text cannot be fit into one line). If the
device is an ePad-vision, “\n” is not required, the text is sent to the device “as-is”,
and the device displays the same in a text widget.
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IntegriSign Desktop User Manual
The “ePad-vision Options” section allows the user to specify if the compliance text
options feature needs to be enabled. This feature is available only for ePad-vision
devices. If the option “Enable compliance text options” is selected, the button
“Options” gets enabled and you can choose the screens to be displayed during the
act-of-signing. Clicking the “Options…” button will display the following window.
By default, only the “Affirmation Text” box is selected, and it cannot be unchecked
since it is mandatory. However, the affirmation text can be edited according to your
requirements. Also, you can choose to enable or disable the “Compliance Text” and
“Agreement Text” screens and can edit the corresponding text. If all of the options
are selected, during the act-of-signing, the screens are displayed in the following
order:
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IntegriSign Desktop User Manual
User profiles can be created using “Create” option available in the “IntegriSign
Desktop Preferences” window. Enter details like signer name, organization unit,
organization name, email, etc. Only the “Signer” name field is mandatory.
In public signing (e.g. customer signing), the signer can enter a name in the “Signer
Name” field and start signing using an ePad device. The “Auto Select Signer Name
from List” option in the “Desktop Configuration” window has to be unchecked for
public signing in case a profile already exists.
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Note: Expired certificates are not shown in the "IntegriSign – Certificate Manager"
window.
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Signing in Adobe Acrobat Reader 10.0 can be accomplished in the following ways.
Note: The PDF document must be rights-enabled before signing the signature in the
Adobe Acrobat Reader 10 application.
1. Open the PDF document which already has blank signature fields in the
document.
2. Click on the signature field in the document.
3. Start signing in the displayed signature window.
In Adobe Acrobat Reader 10.0, by default, the "Enable Protected Mode at Startup"
option under “Edit - Preferences - General - Application Startup" should be in
enabled mode.
When you try to sign a signature when this setting is on, after clicking on the “OK”
button in the Signature Capture window or on the signature capture device, you will
be prompted with the “Save As” screen. Once the document is saved, the signature
is applied to the document. If “Enable Protected Mode at Startup” is disabled (i.e.,
unchecked), the signature gets applied to the PDF document without the “Save As”
prompt and the document gets saved.
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Signing in Adobe Acrobat Reader 11.0 can be accomplished in the following ways.
Note: The PDF document must be rights-enabled before signing the signature in the
Adobe Reader 11 application.
1. Open the PDF document which already has blank signature fields in the
document.
2. Click on the signature field in the document.
3. Start signing in the displayed signature window.
In Adobe Acrobat Reader 11.0, by default, the "Enable Protected Mode at Startup"
option under "Edit - Preferences - Security (Enhanced) - Sandbox Protections"
should be in enabled mode.
When you try to sign a signature when this setting is on, after clicking on the “OK”
button in the Signature Capture window or on the signature capture device, you will
be prompted with the “Save As” screen. Once the document is saved, the signature
is applied to the document. If “Enable Protected Mode at Startup” is disabled (i.e.,
unchecked), the signature gets applied to the PDF document without the “Save As”
prompt and the document gets saved.
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1. Click “Tools” and then “Prepare Form”. Select the document you wish to sign,
and then click the “Start” button.
2. Near the top of the window, click the “Add a digital signature” button.
3. Place the signature field where you would like the signature to appear in your
document and drag the signature field to the desired size using the mouse.
After doing so, name the signature field, check if it needs to be a “required
field”, and exit out of the signature box by clicking anywhere on the PDF.
4. Click the “X” in the “Prepare Form” menu to exit out of the “Prepare Form”
mode.
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IntegriSign Desktop User Manual
1. Open the PDF document which already has blank signature fields in the
document.
2. Click on the signature field in the document.
3. Start signing in the displayed signature window.
In Adobe Acrobat Reader DC, by default, the "Enable Protected Mode at Startup"
option under "Edit - Preferences - Security (Enhanced) - Sandbox Protections"
should be in enabled mode.
When you try to sign a signature when this setting is on, after clicking on the “OK”
button in the Signature Capture window or on the signature capture device, you will
be prompted with the “Save As” screen. Once the document is saved, the signature
is applied to the document. If “Enable Protected Mode at Startup” is disabled (i.e.,
unchecked), the signature gets applied to the PDF document without the “Save As”
prompt and the document gets saved.
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Validate Signature: IntegriSign for Acrobat checks to see if the document and the
signature have been altered after signing.
View Signed Version: IntegriSign for Acrobat displays a window that shows the
version of the file that existed at the time of signing.
Properties: Clicking on this option shows a window with the image of the signature,
ePad device information, and the signer information.
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Note: If the “Developer” tab isn’t visible, see the next page for instructions.
2. Click on the “Macro Security” button (i.e. “Yellow Exclamation” button) under
the “Code” group. For reference, see the image below.
3. IntegriSign macros are digitally signed. Change the setting to “Disable all
macros except digitally signed macros”, as shown below.
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Note: If the “Developer” tab is not visible, follow the steps below to enable the tab:
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IntegriSign Desktop User Manual
1. Make the entries in the Excel Sheet and compose the workbook.
2. Create sheets, depending on requirement (for more information, see the
Sheet-wise Signing section below).
3. Place the cursor on the Sheet that requires a signature and click on the “Sign
Document” button.
4. An “Authenticate” window is displayed which presents the signer with the
option of authenticating a specific sheet or the entire workbook.
5. Choose single or multiple sheets for workbook authentication.
6. Click “OK” to place a signature placeholder with the words “Double-click to
Sign”. Double-click this placeholder to sign the sheet.
7. The signature capture screen is now displayed to capture inputs from the
ePad.
8. Select the “Signer” name from the list for a registered signer, or for public
(non-registered) signing, the signer can just enter their name in the “Signer
Name” field.
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9. Sign using the ePad. The signature trace is shown in the signature
placeholder. To apply the signature to the document, click on the “OK” button.
To clear the signature, click on the “Clear” Button. To cancel signing, click on
the “Cancel” button in the dialog displayed.
The IntegriSign MS Excel Plug-in allows you to create multiple sheets in a workbook
such that each sheet is treated as an independent workbook. This is especially
useful in cases where the same Excel sheet/workbook is being signed by multiple
signers and should permit a second or third signer to add comments without
affecting the first signer’s signature. For example, the first signer (e.g. John) can
create a sheet and authenticate it with his signature and forward it to the second
signer (e.g. Nancy), who can then add her comments to the second sheet and
authenticate it with her signature and so on.
Before you begin signing in Excel, you must ensure that you exit design mode by
clicking on the “Design Mode” icon in the “Developer” tab.
Note: Without exiting design mode, you will be unable to use IntegriSign Desktop.
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Note: If the “Developer” tab isn’t visible, see the next page for instructions.
2. Click on the “Macro Security” button (i.e. “Yellow Exclamation” button) under
the “Code” group. For reference, see the image below.
3. IntegriSign macros are digitally signed. Change the setting to “Disable all
macros except digitally signed macros”, as shown below.
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IntegriSign Desktop User Manual
Note: If the “Developer” tab is not visible, follow the steps below to enable the tab:
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The “Authenticate and Secure” window gives you the option of authenticating a
specific section within the current document or the entire document for the current
signature. The “Whole Document” option, when checked, includes the entire
document for authentication.
The “Authenticate and Secure” window is not shown during signing process by
default. To enable this window, uncheck the “Do not show Authenticate and Secure
window” under “Word – Configuration”. This can be accessed from the “IntegriSign
Configuration” menu. The “Freeze Document” option in IntegriSign for MS Word –
Configuration is irreversible. Once a document is frozen, using this option cannot be
unfrozen.
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The IntegriSign plug-in allows you to choose if you want to “freeze” the whole
document from the “Authenticate and Secure” window. Freezing is accomplished
through the act of signing, immobilizes the whole document, and does not allow any
changes or modifications to be made. You are required to give a password when
using the “Freeze” feature. Frozen documents can be unfrozen from “Developer
Restrict Editing - Stop Protection”.
Before protecting the document to be signed, click “Insert Signature Field” to place a
signature placeholder in the Word document. Then, protect the document using the
“Protect Document” feature from the “IntegriSign” menu so that you can sign at a
later point of time. If the document is protected using the “Restrict Editing” option in
the “Developer” menu, signing the document with the content authentication feature
is not possible.
Place a signature placeholder in the Word document, and then protect the
document. Select “Forms” from the “Protect documents for…” menu. Provide a
password to complete the protection of the document process. To unprotect, go to
“Developer - Restrict Editing - Stop Protection”.
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In our example below, the document has three unsigned signature fields. When
Signature1 is selected, the selected signature is automatically highlighted in the
document. Click on the “Sign” button to initiate the act-of-signing.
1. Blank signature fields in the Header/Footer cannot be signed using the “Sign
Signature Field” option.
2. Signatures in the Header/Footer do not get verified when the “Verify All
Signatures” option is used.
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8. Select the “Signer” name from the list for a registered signer, or for public
(non-registered) signing, the signer can just enter their name in the “Signer
Name” field.
9. Sign using the ePad. The signature trace is shown in the signature
placeholder. To apply the signature to the document, click on the “OK”
button. To clear the signature, click on the “Clear” Button. To cancel signing,
click on the “Cancel” button in the dialog displayed.
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The document can be partitioned into any number of sections. Each section in a
document is treated independently and can be signed and authenticated,
depending on the functionality intended for the document.
In case of protected documents, for document verification use the “Verify All
Signatures” option. Any modifications made to the document after signing will
invalidate the signatures made.
For optimum performance, we advise that you do not place a signature object next to
text with special effects, such as strikethrough, superscript, subscript, shadow, and
more.
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Using IntegriSign along with some of the auto-text fields in a Word document's
“Header and Footer” are not supported. Using such fields will update the document
content over time, thus modifying the signature and making it invalid. Use of the
following auto-text fields with IntegriSign is not recommended:
1. Author
2. Page #
3. Date
4. Confidential
5. Last printed
6. Page X of Y
Note: In some cases, inserting the signature placeholder can alter the Table of
Contents (e.g. page numbers might change). Signing without regenerating the Table
of Contents and saving the document will invalidate the signature. It is advisable to
regenerate the Table of Contents after placing all the signature placeholders. Then,
save the document before signing.
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Open the “Microsoft InfoPath Designer”. Select “File – New” and click “Blank
(InfoPath Filler)”. Then, click “Design this Form” in the right pane. In the displayed
window, select “Controls” from the toolbar.
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Click on the “Add or Remove Custom Controls…” hyperlink. In the displayed dialog,
click the “Add” button.
In the “Add Custom Control Wizard” window, select “ActiveX Control” and click on
the “Next” button.
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IntegriSign Desktop User Manual
Scroll down, select the “IntegriSign InfoPath Signature” ActiveX control, and click
“Next”.
Select the “Don’t include a .cab file” option and click “Next”. Select “SignData” as the
“Binding property” in the next dialog and click “Next”.
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Select “(none)” as the Enable or Disable property option, and click “Next”. In the
subsequent dialog, make sure that the “Text (string)” data type is checked.
Click “Finish’ to complete the process of adding the “IntegriSign InfoPath Signature”
custom control.
Click “OK” to add the Custom IntegriSign InfoPath Signature ActiveX control to the
Controls task pane.
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IntegriSign Desktop User Manual
Compose the InfoPath form. Put the cursor where the signature needs to be placed
on the form and click on the “IntegriSign InfoPath Signature” control in the “Controls”
pane. A placeholder appears on the form with the words “Double-click to Sign”.
Double-click on the signature field to initiate the signature capture. The signature
capture screen is now displayed to capture inputs from the tablet. Select the “Signer”
name from the list for a registered signer, or for public signing (e.g. customer
signing) the signer can just enter their name in the “Signer Name” field. Sign using
the ePad device. As the signing continues, the signature trace is displayed on the
signature capture dialog. To apply the signature to document, click the “OK” button.
To clear the signature, click the “Clear” button. To cancel, click the “Cancel” button in
the dialog displayed.
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